SIP investments, except tax saving SIPs, can be increased by step up percentage every year. Stepping up helps to achieve targets faster . It should, generally, be equal to the average annual pay hike. 10% is suggested.

Amount Invested

57.2L

Projected Wealth Gained

69.5L

Projected Maturity Amount

1.3Cr

Equity
Large & Mid-Cap

Nav :
49.813
(
1.56%)
June 5th, 2020

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Upwardly's Take :

This fund has lower ups and downs (volatility) than other equity funds. Invest in this fund for an investment horizon of at least 3 years to give best results.

Ideal for medium-term to long term goals. Invest in this funds to build wealth for the long term.

SIP investments, except tax saving SIPs, can be increased by step up percentage every year. Stepping up helps to achieve targets faster . It should, generally, be equal to the average annual pay hike. 10% is suggested.

Amount Invested

57.2L

Projected Wealth Gained

69.5L

Projected Maturity Amount

1.3Cr

Rank (of 245)

3

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Based on 1,3,5 Yr performance, stability of returns.It is the Category Rank and not the Sub-category Rank.

Annualized Returns(5 yrs)

11.65%

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Annualized return per year for the specified period, net of all fund charges. Also called XIRR.

Investment Horizon

>5 Yr

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Recommended minimum period that investor should stay invested for getting good returns.However, you can withdraw anytime

Doubled Money

6yrs 3m

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Time taken by the fund to Double your money.

Returns since July 9th, 2010

17.59%

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Annualized return per year since the start of the fund, net of all fund charges

FUND PAST PERFORMANCE

Fund's historical return with Fixed Deposit

₹

Invested for

3m

6m

1y

3y

5y

3 and 6 Months returns are absolute

SHOW TAX ADJUSTED RETURNS

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Assuming 30% tax bracket

FUND MULTIPLIER

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Take To Multiply

2x

4x

5x

TOP 5 HOLDING INVESTED IN

TOP 5 SECTORS INVESTED IN

FUND DETAIL INFORMATION

The investment objective of the scheme is to generate income and capital appreciation from a portfolio primarily investing in Indian equities and equity related securities of large cap and mid cap companies at the time of investment. From time to time,the fund manager may also seek participation in other Indian equity and equity related securities to achieve optimal Portfolio construction. The Scheme does not guarantee or assure any returns.

Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing. Past performance is not indicative of future returns. Portfolio returns and allocation between equity and debt are estimated based on a number of factors including the user's risk profile, goal horizon and disclosed financial position. Performance of any investment portfolio can neither be predicted nor guaranteed.